When Complexity Creates Opportunity: Specialized Healthcare Logistics Segments for PE Investment
January 2026
The healthcare logistics market has become one of the attractive corners for PE investment. As therapeutic pipelines grow more complex, care continues to shift outside the hospital, and IDNs centralize operations at scale, last-mile logistics has emerged as a mission-critical operating layer of modern healthcare. Within this landscape, three specialized segments present an opportunity to build defensible, tech-enabled platforms: Medical Courier Services, Clinical Trial Supply Chain Services, and Specialty Courier Services.
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From Fragmentation To Integration: PE Strategies In Healthcare IT
August 2025
With over $1 trillion in dry powder and after two decades of exponential growth in provider-focused healthcare investments, PE is now zeroing in on healthcare software as the next frontier. There are three compelling strategic pathways for PE wins in this high-opportunity market: platform consolidation in fragmented markets, tech-enabled value-based care (VBC), and AI-driven operational transformation.
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Proactively Managing Portfolio Company Performance Through Ongoing Uncertainty
July 2025
Macroeconomic uncertainty is poised to weigh heavily on financial performance across industries, with some effects already being felt in certain industry sectors. To best weather this turbulence, PE portfolio companies should sharpen their focus on commercial and operational effectiveness to ensure that key revenue and cost levers are being fully captured. A proactive value creation framework and prioritization approach can help management teams swiftly chart a beneficial course through the headwinds ahead.
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